Theoris, Inc. 401(k) Plan: Login, Facts & Contact Information
Theoris, Inc. 401(k) Login
172 former Theoris, Inc. employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (Shepherd Financial Invest. Advisory). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Theoris, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.62 million went into the plan in contributions, $318,528 of it from the employer (20%).
- $3.64 million was paid out to participants.
- Investment and other income added $1.99 million.
- Administrative expenses were $41,344, about $121 per account.
How the Theoris, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 596 | $18.9 million | $579,000 | $3.70 million |
| 2020 | 607 | $10.7 million | $438,294 | $2.45 million |
| 2021 | 331 | $12.8 million | $287,686 | $1.02 million |
| 2022 | 352 | $11.1 million | $305,258 | $1.13 million |
| 2023 | 364 | $13.7 million | $308,277 | $779,503 |
| 2024 | 411 | $13.7 million | $318,528 | $3.64 million |
Theoris, Inc. 401(k) Contact Information
Questions about the Theoris, Inc. 401(k)
Does Theoris, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $318,528, 20% of all contributions.
Does the Theoris, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Theoris, Inc 401(k) plan?
411 participants at the start of plan year 2024, 246 of them active employees, and 172 former employees who still had money in the plan.
What is the average 401(k) balance at Theoris, Inc?
About $39,969 per account: $13.7 million in plan assets across 342 accounts with a balance at the end of plan year 2024.
Who manages the Theoris, Inc 401(k) accounts?
SHEPHERD FINANCIAL INVEST. ADVISORY is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Theoris, Inc. How do I access my 401(k)?
Your account stays with SHEPHERD FINANCIAL INVEST. ADVISORY after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.